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Leah Elizabeth Sesto

Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Wells Fargo Clearing Services, LLCSep 2022 to now
  2. Wells Fargo Bank, NASep 2022 to now
  3. PNC BankJan 2022 to Sep 2022
  4. J.P. Morgan Securities LLCJun 2018 to Jan 2022
  5. JP Morgan Chase Bank, N.A.Jun 2018 to Jan 2022
  6. Premier Health ServicesMay 2018 to Apr 2020
  7. Ventura PropertiesSep 2017 to Jun 2018
  8. Mason Williams CpaOct 2015 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 1 state (TX).

Wells Fargo Advisors

Legal name: Wells Fargo Clearing Services, LLC

$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6976520
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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